Bethany Brandt
Investment adviser representative at First Command Advisory Services
7 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- First Command Advisory Services , IncNov 2023 to now
- First Command Insurance Services , Inc.Nov 2023 to now
- First Command Brokerage Services, Inc.Aug 2023 to now
- School of RockFeb 2022 to now
- Independent ActorMay 2017 to now
- Giving Home HealthcareFeb 2022 to Apr 2022
- The Rock BoxDec 2021 to Jan 2022
- Creative Brandt ProductionsSep 2016 to Aug 2023
- Chris Craft, Inc.Sep 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NM).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7794888
- Firm CRD
- 281958